cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
kellytec1
Level 1

I need help setting up a invoice and Importing a Excel file to the invoice

 
1 Comment 1
JonpriL
Moderator

I need help setting up a invoice and Importing a Excel file to the invoice

Hello @kellytec1,

 

You can create the Excel file of your invoices base on the following columns below:

  • Invoice number
  • Customer
  • Invoice date
  • Due date
  • Item amount
  • Item tax code

Once you've created the file, here's how you can import your invoices:

  1. Go to the Gear icon.
  2. Under Tools, select Import Data.
  3. Select Invoice.
  4. Map the columns of your invoices according to the QuickBooks fields.
  5. Click Start import.

Here's an article you can read to learn more about how you can create and import your invoices: Import multiple invoices at once.

 

You can also read this helpful article in case you need some ideas about other lists you can import: Common questions about importing data to QuickBooks Online.

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

Log in today
Get expert help and peer support to tackle all your QuickBooks questions effortlessly.

Need to get in touch?

Contact us